David Nissim

Jim Stephenson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment committee insights into its financial planning process.

Grant Holliday is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is involved in fixed insurance activities through Holliday Investment Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and annuity product offerings.

Dan Michaelian is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he was with Foresters Advisory Services LLC and Foresters Financial from 2002 to 2018. He is also named as a successor trustee for the Spanier Family Irrevocable Trust. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charities. The firm offers a range of advisory programs and employs an investment process that integrates risk-tolerance assessments with portfolio optimization tools.

Jamie Stocks is a financial advisor at Edward Jones in Chester, CA, holding the ChFC® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at Butte College and HandleBar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.